Senior Tax Associate

Key Responsibilities

• Prepare, review, and file complex federal and state tax returns for individuals, partnerships, small to mid-size businesses, and trusts and estates.
• Lead tax planning engagements and provide proactive tax strategies to reduce client tax exposure and support business objectives.
• Perform technical tax research on complex federal and state issues and summarize findings with clear recommendations for clients and engagement teams.
• Supervise, coach, and mentor junior staff and associates; review workpapers and tax returns to ensure accuracy and compliance with firm standards.
• Collapse client communications, gather required documentation, and manage engagement timelines and deliverables to meet deadlines.
• Absorb tax notices, audits, and inquiries from tax authorities; prepare responses and support documentation as needed.
• Collaborate with cross-functional teams (audit, advisory, client accounting) to deliver integrated tax solutions and identify opportunities for client service growth.
• Identify and implement process improvements and efficiencies, including use of tax technology and automation tools, to enhance service delivery.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Masters in Taxation or Accounting is a plus.
• 3+ years of progressive tax experience in public accounting; experience with partnerships, S corporations, and corporate tax issues preferred.
• Strong technical knowledge of federal and state tax laws, regulations, and filing requirements.
• Excellent analytical, written, and verbal communication skills with the ability to explain complex tax issues to clients and team members.
• Demonstrated experience supervising or mentoring junior staff and managing multiple engagements and deadlines.
• Commitment to continuing professional education and staying current on tax law changes and industry best practices.